Latest Commentary
- Don’t Just Own Shares: Share OwnershipJuly 21, 2025 - 10:11 am
Can you name five companies whose products or services you use almost daily? What top brands are your family members unable to live without? We consistently rely on — and budget for — these brands and businesses in our daily activities.
Keep Politics Out of Your Investment Strategy
Volatility: Seen and Unseen
Market Forecasting: A Loser’s Game
Compounding Quietly
The Effect of Presidential Elections in Charts
Selling Fear, Greed, or Both
Planning for Lasting Inflation
Finding Financial Happiness, Part 2
PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2024
PRESS RELEASE: Steve Booren Recognized as One of America’s Top Financial Advisors by Barron’s
Finding Financial Happiness, Part 1
Don’t Overthink It
My Four-Initiative Plan for Client Service in 2024
The Value of a Sale
Is Your Home an Investment?